See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,363 | $106,515+1.7% | $96,683+12.1% | $139,434-22.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.92% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,502 | $4,103-39.0% | $3,737-33.0% | $4,751-47.3% |
| Participant deferral / active EE | $4,803 | $5,454-11.9% | $4,878-1.5% | $6,710-28.4% |
| Admin fee / account holder | $60,271 | $7,877+665.2% | $6,730+795.6% | $11,403+428.6% |